CoreWeave, Inc. (CRWV)
Friday's Final Takeaways: Two Sides of AI Disruption in CRWV & XYZ
Sam Vadas talks about her final market takeaways to close a volatile week for tech on Wall Street. Among her top headlines: the widespread layoffs at Block (XYZ) and CoreWeave's (CRWV) strong selling action after earnings.
Spending Fears Weigh on CoreWeave, But the Backlog Tells Another Story
CoreWeave NASDAQ: CRWV stock is depressed in Q1 2026 due to concerns about spending, dilution, and execution risks. However, analyst sentiment, institutional trends, results, and the backlog suggest those fears may be overblown.
CoreWeave: From Growth Story To Capital Story
CoreWeave, Inc. delivered $1.57B in Q4 revenue, up 110% YoY, with backlog expanding to $66.8B and FY revenue reaching $5.13B. CRWV management guided 2026 revenue to $12–$13B while committing to $30–$35B of CapEx, reframing the narrative toward capital discipline. Adjusted EBITDA reached $898M (57% margin), but the Q4 GAAP loss widened to $452M as interest expense surged to $388M.
Nvidia-Backed CoreWeave's Stock Plunges on Weak Forecast, Even as Its AI Backlog Grows
Nvidia-backed CoreWeave's stock could be set to lose a fifth of its value in just one session.
CoreWeave CEO defends spending plans, tries to combat debt narrative as stock plummets nearly 20%
Coreweave's stock plummeted on disappointing revenue guidance and a higher-than-expected capital expenditures forecast. CEO Mike Intrator addressed concerns about CoreWeave spending, saying the company has intentionally accelerated its infrastructure buildout to meet demand.
CoreWeave shares plunge after Q4 losses, revenue outlook misses estimates
CoreWeave Inc. (NASDAQ: CRWV) shares tumbled 17.6% on Friday after the cloud computing company reported wider-than-expected fourth-quarter losses and provided a cautious revenue forecast for the first quarter. The company posted Q4 revenue of $1.572 billion, slightly above Wall Street expectations of $1.55 billion.
CoreWeave: Shades of Amazon's Growth-First Strategy
Thursday, CoreWeave ( CRWV ) reported Q4 earnings results after the market close. The large-scale GPU-accelerated operator reached an impressive milestone, becoming the fastest cloud provider to reach $5 billion in annual revenue.
CoreWeave, Inc. (CRWV) Q4 2025 Earnings Call Transcript
CoreWeave, Inc. (CRWV) Q4 2025 Earnings Call Transcript
CoreWeave's stock drops as losses swell and interest expenses climb
While AI demand remains high, CoreWeave's widening net loss in the fourth quarter is giving investors pause.
CoreWeave beats revenue projections as backlog swells to nearly $67 billion
CoreWeave's revenue more than doubled in the quarter. The artificial intelligence-centric cloud infrastructure provider introduced an object storage service during the quarter.
CoreWeave beats fourth-quarter revenue estimates
CoreWeave beat Wall Street estimates for quarterly revenue on Thursday, benefiting from the artificial intelligence boom that has driven companies to its platform for the massive computing power needed to train and deploy advanced AI models.
CoreWeave Earnings Preview: We See FY26 Upside
CoreWeave, Inc. remains deeply tied to Nvidia, with a $2B investment and priority access to next-gen GPUs, positioning it at the heart of the AI infrastructure narrative. In today's market, this is a double-edged sword. The post-Q3 crash on lowered guidance and upcoming Vera Rubin, however, situate for a higher FY26 guide and positive reaction, in our opinion.
